Supply Chain Edge: Striking back, Panama problems, worrying shipments November 3, 2023 • The US autoworkers’ strike has ended, causing a 0.2-percentage-point drag to US GDP and US$3 billion of lost profits for the “Big 3” automakers — ratification should not be taken for granted. Other automakers are struggling with supply chain shortages, and more evidence of a slowdown in elec... Read more →
LG Chem, Samsung SDI face fire recalls as battery supplies charge ahead November 17, 2020 General Motors has recalled its Chevrolet Bolt electric vehicle after a series of battery fires linked to packs reportedly made by LG Chem in South Korea. Panjiva’s data shows that U.S. seaborne imports linked to LG Chem surged 103% higher year over year in the 12 months Oct. 31, though the re... Read more →
Samsung SDI, LG Chem’s lithium demand rises as SQM turns on the taps August 24, 2020 SQM reported a Q2 decline in revenues which included a 38.0% slide in its sales of mined lithium, used in batteries for cars and consumer electronics, in the wake of COVID-19’s impact on global demand and lithium prices. The firm expects “demand in 2020 will be similar to 2019” and it is also ... Read more →
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